Unclaimed
Jonathan D Lynch is an investment advisor representative at Boston Financial Management LLC. Jonathan has been in the industry since 2003 and is registered to offer investment advisory services in Massachusetts and Texas. Jonathan holds the Series 6, 7, 63 and 65 licenses. Jonathan is a Chartered Financial Analyst. Jonathan has previously worked at BROWN BROTHERS HARRIMAN & CO. and UPROMISE INVESTMENTS, INC. Boston Financial Management LLC provides financial planning, portfolio management for businesses, and portfolio management for individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MA
12/13/2021 - Present
Boston Financial Management LLC (BOSTON MA)
MA
05/15/2006 - 05/09/2007
BROWN BROTHERS HARRIMAN & CO. (BOSTON MA)
MA
03/17/2004 - 03/31/2006
UPROMISE INVESTMENTS, INC. (NEWTON MA)
WI
06/16/2003 - 11/05/2003
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)
IA
Issued 07/20/2010
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/08/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 11/02/2004
Series 7 - General Securities Representative Examination
BC
Issued 06/12/2003
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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